Centric Wealth Management

SEC CIK: 0001752761
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

SM holding history

SM Energy Co in every 13F filed by Centric Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SM overview All 13F holders of SM Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of SM by Centric Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−65,665−100.0%	Sold out	Holders
Q3 2024	65,665	$2.89M	0.8%	+3,398+5.5%	Added	Holders
Q2 2024	62,267	$2.86M	0.8%	+62,267	New	Holders